David W. Garrett
BENTOAK CAPITAL
Weatherford, TX 76086
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CRD#: 2498087
Professional summary
David Wayne Garrett, CFP®, who also goes by Wayne Garrett, is a registered financial advisor currently at BENTOAK CAPITAL located in Weatherford, Texas.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. David has worked at 3 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Wayne Garrett
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. 5/6/2009: No Business Name--Not Investment Related--At Reported Business Location(s)--Other-Notary--Time Spent 1%--Notary Public. 2. 5/27/2009: SANTA FE PARTNERS--Investment Related--1207 SANTA FE DR, WEATHERFORD, TX--Business Entity For Tax/Investment Purposes Only--Time Spent 1%--COMMERCIAL REAL ESTATE--OFFICE BUILDING. Second property 1213 Santa Fe Drive, Weatherford, TX 76086--Real Estate Rental--Started2/9/2016--5Hours/Month;2HoursDuringSecuritiesTrading--Commercial real estate. 3. 12/3/2013: Harmony Oaks LLC--Investment Related--Weatherford, TX--Real Estate Rental--Time Spent 1%--2 Single Family Homes. 4. 9/8/2014: DWSSG, LLC--Investment Related--200 Leea Lane, Weatherford, TX 76087--Business Entity For Tax/Investment Purposes Only--Started8/8/14--2Hours/Month;0HoursDuringSecuritiesTrading--General partner (1% interest) for the family limited partnership which owns our ranching property. 5. 9/8/2014: DW and SS Garrett Family Limited Partnership--Investment Related--Izella Lane, Weatherford, TX 76085--Business Entity For Tax/Investment Purposes Only--Started8/8/14--12Hours/Month;0HoursDuringSecuritiesTrading--Farm ranch-income from cattle and hay, gas royalties. 6. 5/7/2015: David Wayne Garrett, P.C.--Investment Related--1207 Santa Fe Drive, Weatherford, TX 76086--Business Entity For Tax/Investment Purposes Only--Started12/15/1990--5Hours/Month;0HoursDuringSecuritiesTrading--This corporation is a general partner in the CPA firm Snow Garrett Williams, CPAs. 7. 06/17/2019:DW and SS Garrett FLP dba Double G Wagyu--Not Investment related--I Zella Lane, Weatherford, TX--Business Owner--start date:12/31/2018--20 hrs/mo--0 hrs during trading. 8. 2/17/2021:JAMM Garrett of Weatherford, LLC--Investment Related--201 FORT WORTH HWY, Weatherford, TX 76086--Real Estate Rental--Started2/5/2021--10Hours/Month;0HoursDuringSecuritiesTrading. This entity owns: 201 Fort Worth Hwy, Weatherford, TX 76086, 124, 125, 126 North Elm Street, Weatherford, TX 76086 and 24650 Kingsland Blvd, Katy, TX 77494. 9. 10/05/2022; Kingdom Advisors Chapter for LPL Financial, Investment Related -- LPL Financial, 4828 Parkway Plaza, Charlotte, NC 28217-1957, Advisory Board Member 3-hours/month, 1 hour During Securities Trading. 10.12/28/2022 - Texas Bank - Not Investment Related - Fort Worth, TX 76109-main corporate office. 14 banks-various cities - For-Profit Board Member - Start Date - 01/02/2023 - 12 Hours Per Month/5 Hours During Securities Trading 11. 30/6/2015 - Weatherford-Parker County Economic Development Corporation - Non-Profit Board Member - Not Investment Related - 400 I-20 #101 Weatherford TX 76086 - 2 Hours Per Month/ 2 Hours During Securities Trading
CRS (Client Relationship Summary) - RIA
Click below to view David Wayne Garrett's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1994
Experience
Current
January 2, 2015 - Present
BENTOAK CAPITAL
Office #1: 201 Ft. Worth Hwy., Weatherford, TX 76086RIA
CRD#: 173563
Weatherford, TX
Past
June 13, 2002 - January 25, 2016
LPL FINANCIAL LLC
RIA
CRD#: 6413
WEATHERFORD, TX
Past
August 27, 2001 - December 20, 2024
LPL FINANCIAL LLC
BD
CRD#: 6413
WEATHERFORD, TX
Past
June 22, 1994 - September 4, 2001
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
DALLAS, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BC
BENTOAK CAPITAL
BENTOAK CAPITAL | SNOW GARRETT WEALTH MANAGEMENT | PGA FINANCIAL | PARKER, GELINEAU AND ASSOCIATES | LEGACY FINANCIAL MANAGEMENT | GARRETT WEALTH ADVISORY GROUP, LLC
CRD#: 173563 / SEC#: 801-80598
RIA
Registered Investment Advisory firm - (11/25/2014 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(1/2/2015)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
BC
BENTOAK CAPITAL
BENTOAK CAPITAL | SNOW GARRETT WEALTH MANAGEMENT | PGA FINANCIAL | PARKER, GELINEAU AND ASSOCIATES | LEGACY FINANCIAL MANAGEMENT | GARRETT WEALTH ADVISORY GROUP, LLC
CRD#: 173563 / SEC#: 801-80598
RIA
Registered Investment Advisory firm - (11/25/2014 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
201 Ft. Worth Hwy., Weatherford, TX 76086
Mailing Address
Phone number
(817) 550-6750
Established
Firm type
Fiscal year end
# of Employees
16
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,769 |
| AUM (Assets Under Management) | $ 803,657,019 |
Red Flags
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